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Idea: Re-start workflow when in Error state

David_Wieseneck

Sometimes we kick-off a workflow, but the formulas/conditions cause an error state (see screenshot).

After someone fixes the workflow configuration in Workflow Designer, this specific workflow is still in the error state.

When stuck in this state, we cannot edit it. Either we need to cancel the workflow and start over from scratch or Ironclad support can run an update from the backend.

Please add a feature to run it from the UI.

CleanShot 2021-12-25 at 15.52.48@2x.png

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Comments

kenneth_carter

Slightly off topic, but want the ability to revert a workflow to a previous state after say someone edits the document or otherwise breaks the relationship to the template.

David_Wieseneck

Yeah, I hate this message - I want to regenerate from template - at least give me the option...

CleanShot 2021-12-29 at 17.23.29@2x.png

Sebastian_Goldsmith

I am having this problem right now. It's really frustating as Support aren't able to help and I'm sort of on my own in trying to fix a formula which Workflow Designer allowed me to publish and which looked fine.

The formula is about the metadata for expiry date. It shouldn't be so hard on a system like this to have a piece of metadata that says:

If there is a specific Effective Date, then Effective Date plus Term = Expiry Date
But
If there is no Effective Date, then Signing Date plus Term = Expiry Date.

I thought I had done that with an If function but now because apparently at Workflow launch, Signing Date does not exist, this has broken our workflows.

David_Wieseneck

You should try to include the IfExists formula:

https://ironcladapp.com/formulas/#ifexists

You can nest these formulas to get what you need.

Also make sure to test it out in the Workflow Designer Preview.

Sebastian_Goldsmith

@David_Wieseneck - Thanks David. I had actually reviewed all the support for formulas etc. but was caught out by this one. I had used Preview but no errors showed up.

I has not understood that even if a formula is for a field that is not to be placed into the agreement but is for metadata only, it has to be present at launch. In my example, the Signing Date is not present at launch but will be present by the time the formula needs to run (i.e. at repository stage), therefore I hadn't realised it would fail.

Are you able to give me an example of how to nest IfExists formulas please? The support on this feature is very light with few examples.

In my case I've changed it to the following, but I'm not sure if that does what I want it to do.

ifexists(Signing Date,if(Specific Commencement Date,RelativeDate(Effective Date,Term,"years"), RelativeDate(Signing Date,Term,"years")))

I want it to do the following:

If there is a Specific Commencement Date (i.e. an Effective Date), then the Expiry Date is the Effective Date plus the Term.
If there is no Specific Commencement Date, then the Expiry Date is the Signing Date plus the Term.

If it is all wrapped in an IfExists - Signing Date, then presumably it only returns a value after signing? Thanks a lot.